Mediobanca Systematic Diversification

Features

Flexible sub-fund subject to controlled volatility which invests in the equity and bond markets, with the objective of keeping the contribution to the risk of the underlying balanced. Asset allocation responds flexibly  to the trends and the market opportunities with a  systematic investment process. The Sub-fund uses an Asset Allocation rule based on “Risk Parity”, a management approach that focusses on the allocation of risk and not on the allocation of weights, with the goal of building a genuinely balanced portfolio The investment in individual asset classes is made through the construction of “smart beta” portfolios, i.e. portfolios constructed with alternative weighting methods from market standards, which make it possible to obtain the best risk/return ratio, thanks to diversification that cannot be achieved through ratios constructed by capitalisation.

NAV PRICE

Mediobanca Systematic Diversification
Date03/20/2023
PriceShare108.461 €
Historical data
Date
Value €
03/17/2023
108.66
03/16/2023
108.391
03/15/2023
108.409
03/14/2023
108.33

Mediobanca Systematic Diversification
Date03/20/2023
PriceShare110.11 €
Historical data
Date
Value €
03/17/2023
110.309
03/16/2023
110.036
03/15/2023
110.053
03/14/2023
109.97

PERFORMANCE SCENARIOS
PAST PERFORMANCE